See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,981 | $65,365-26.6% | $92,893-48.3% | $72,985-34.3% |
| Participation rate | 34.7% | 68.3%-33.6pp | 76.0%-41.3pp | 69.5%-34.8pp |
| Annual return | 21.70% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $885 | $2,594-65.9% | $3,653-75.8% | $2,440-63.7% |
| Participant deferral / active EE | $1,440 | $3,128-54.0% | $4,236-66.0% | $3,607-60.1% |
| Admin fee / account holder | $7,238 | $4,251+70.3% | $5,794+24.9% | $5,124+41.3% |